Tfs Advisors, Llc

Dale has more than a quarter century of experience helping successful individuals & their families make smart choices about their wealth so they can fulfill their dreams & aspirations. At TFS Advisors, our practice is committed to helping individuals and families make smart choices about their money. We believe this is best achieved in a long-term relationship built on trust and open communication. This solid foundation of mutual trust allows our clients the freedom to explore their horizons with a trusted TFS advisor by their side. Those who join the TFS client family can expect mutual respect, open communication and a collaborative approach in our professional relationships. Our investment approach takes into account long-term financial growth, values-based investing and a balanced approach to risk management. Advisory services offered through TFS Advisors, LLC, a registered investment advisor not affiliated with FSC. Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Licensed to transact business in, CA, CO, DE, ID, IN, MA, MI, MT, NC, ND, NM, NV, OR, PA, TX, WA**No offers may be made or accepted from any resident outside the specific states referenced.